Senior Manager - Corporate Advisory
Baker Tilly International
Total des années d'expérience :5 years, 7 Mois
Senior Manager - Corporate Advisory
* Have worked on two Due Diligence assignments for the major listed companies. In one assignment was also involved in advising the client regards the structuring of the deal and tax perspective.
* Handled the process review of two medium scale companies and suggested improvements in their business processes and financial irregularities.
* Currently leading the inspection review for one of the India's largest mutual fund allotted by SEBI. It involves inspecting adherence to compliance, investment decision making and financial accounting as per Mutual Fund Regulations of SEBI.
Dec 2012 - Till Date
SKPAG & Co. Mumbai, India
Partner - Assurance & Advisory
* Handling internal audit of various corporate & SME's and giving strategic advisory to clients based on our assessment of the business and improvement in existing operations of the company
* Leading debt funding proposals of clients in printing, textile and metals & mining sector
* Due diligence for investors in potential companies and simultaneously also helped the clients in preparing the business plan and growth forecasts for prospective investments
* Helped the start-up companies in system design, internal control design and assisting them in planning and strategizing their day-to-day operations and long term plans
Major Clients Handled
* CNBC TV18, L&T, Al-Kabeer, Open Circle, India Factoring, Procam International
Nov 2011 - Nov 2012
J.P. Morgan Mumbai, India
Analyst - Investment Banking (Global Risk Management)
* Due diligence for the firm's existing and potential FI clients - banks, insurance companies, brokers, exchanges and other financial institutions across Asia Pacific region
* Work with country credit teams to decide the credit exposure limits for J.P. Morgan clients
* Process also involved interaction with the clients on a deal to deal basis
* Recommended ratings based on economy, industry, business and financial parameters
* Trained MBA summer interns of 2010/11 batch on various aspects of conducting financial analysis
Mar 2010 - Aug 2011
CRISIL Ltd. (A Standard & Poor's company) Mumbai, India
Credit Analyst - Ratings & Research
* Cash Flow Modeling of CMBS, RMBS & ABS transactions (U.S. & Europe region) on a financial software, which involved reading the deal document, understand the structure and various features
* Producing cash flows & generating ratings for the investors after applying the S&P released credit criteria
* Analyzing the results with additional stress tests to arrive at a rating in the worst case
scenario
* Surveillance of old rated transactions for any downgrade events to test whether the deal needs to be downgraded
Sep 2008 - Mar 2010
CRISIL Ltd. (A Standard & Poor's company) Chennai, India
Research Analyst - Equities
* Underwent an induction training that involved financial modeling, identifying revenue drivers and various valuation techniques and writing an investor recommendation report based on the fundamentals of the company
* Worked on High-brand Apparel and Accessories company & Consumer Goods Packaging company which involved forecasting financials to arrive at the stock price
Wrote a report highlighting the investment rationale and business outlook
* Worked on a Sigma project of BOA to converge all the equity research models from
Merrill Lynch database to its own platform. Completed the unfinished equity research
models and also helped the client on the reconciliation between US GAAP and IFRS
Kotak Securities Ltd. Kolkata, India
Risk Management Officer
* Used to sit at Admin terminal of Kotak Securities Limited for the whole of East India
* The role included monitoring of trade positions on a real time basis and keeping a watch on investor's trade positions. Keeping a watch on the market situation & square off positions in case of adverse situations
* Also preparing a trade limit sheet and circulate it among all the traders for taking positions throughout the day
Feb 2006 - Jan 2007
(Pre-Qualification)
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CA & also CFA done from US.
2007 C.S. Inter ICSI, India
2005 B.Com (Hons.) St. Xavier's College, (C.U.) OTHER CERTIFICATES & IT SKILLS • Passed the Capital Market (Dealer's Module), Derivatives Module and Securities Basic Module in NCFM conducted by NSE Windows & Office tools • MS Office Advanced • Accounting Packages Intermediate